Fundraising Fox

Patriot Financial Partners

Private equityActively deploying

Radnor · Growth · 16 people tracked

Also known as PATRIOT FINANCIAL MANAGER, L.P. · Patriot Financial Partners VC

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Investment thesis

Patriot Financial Partners invests in the financial services sector, targeting community banks, thrifts, and specialty finance and fintech businesses. Each fund typically makes 15 to 20 non-control investments, generally seeking board representation. The firm works closely with portfolio company management teams to identify and prioritize key business initiatives and implement best practices aimed at growing franchise value. It sources opportunities using extensive industry relationships combined with a proactive internal research approach. Its portfolio spans bank holding companies, payment and lending technology providers, specialty lenders, and digital banking platforms located throughout the country.

Source: firm website, verified Aug 25, 2026.

Stage
Growth
HQ
Radnor, US
Instruments
Equity
Founded
2007
Last 12 months
1 investment
AUM
$1.1B
Tracked investments
83

Team · 16 people

from the firm's website
James J. Lynch· Founding Partner
W. Kirk Wycoff· Managing Partner
Jack Kopnisky· Senior Partner
James F. Deutsch· Senior Partner
Scott R. Gamble· Principal
Carol A. Stypinski· Executive Assistant
Ellen Guglielmi· Administrative Assistant
James J. Murphy, CPA· Chief Financial Officer
Jeffrey B. Morris· Consultant – Credit Director
Kevin DaCruz· Vice President
Matthew Foley· Accounting Manager
Michelle Vaughn· Chief Compliance Officer
Steve Silverman· Associate

What they invest in

from 51 of 83 portfolio companies

Fintech ×51SaaS ×8Enterprise Software ×6AI & Machine Learning ×2InsurTech ×2Cloud Computing ×1Crypto & Web3 ×1Energy ×1

HQs:United States×32Canada×1

Investments · 83 tracked

founders shown can be your intro path

By year:2026 · 12021 · 12015 · 12013 · 14 dated

Georgia BankingJun 2026SEC filingmedium confidence

Atlanta, US

H. Ross Arnold, III(Director)Bartow Morgan, Jr.(Executive Officer, Director)Mark Scheinfeld(Director)Sunny K. Park(Director)R. Lee Tucker, Jr.(Director)Michael W. Clarke(Director)

Board seatJames F. DeutschJames F Deutsch· per SEC Form D · $38.8M raise · filed Jul 2026

1Stunitedbankfl1stunitedbankfl.com
Accruegetaccrue.comin

Accrue provides a banking platform for financial institutions to automate treasury onboarding, commercial and consumer account opening, and commercial loan origination.

Enterprise SoftwareFintechSaaS

Co-investorsFINTOP CapitalKraynos CapitalMaven 11Tiger Global Management

Activeworxactiveworx.comin

ActiveWorx provides cloud-based, AI-enabled automation software for accounts payable and accounts receivable, connecting legacy systems and multiple ERPs to handle invoice processing, payments, and supplier management.

Enterprise SoftwareFintechSaaS

Amalgamatedbankamalgamatedbank.comin𝕏

Amalgamated Bank is a socially responsible bank offering personal and business financial products including checking accounts, certificates of deposit, money market accounts, and digital banking tools.

FintechImpact & Social Good

Amerantbankamerantbank.comin𝕏

Amerant Bank is a bank offering personal, business, commercial, and private banking services, including checking and savings accounts, loans (CRE and C&I), online and mobile banking, and investment, trust, and retirement services.

Fintech

Americancharteredamericanchartered.com
Ampersandtrustampersand.comin

Ampersand is a cash management platform that places large business deposits across a network of FDIC- and NCUA-insured banks and credit unions, extending deposit insurance coverage and providing competitive yields on idle cash.

Enterprise SoftwareFintechSaaS

Co-investorsFINTOP CapitalFlagship Pioneering

atlantic capital bankatlanticcapitalbank.com

Co-investorsBonaventure Capital

Auxcapauxcap.com
Avenuenashvilleavenuenashville.com
Avidbankavidbank.com
Bancofcalbancofcal.com
Bankencorebankencore.comin𝕏

Encore Bank is a private, boutique commercial bank offering personal banking services to clients through a concierge, relationship-focused approach.

Fintech

Co-investorsCadron Capital Partners

Bankofncbankofnc.com
Bay Cities Bankbay-cities-bank.com
Beaconbeacon.bankin

Beacon Community Bank offers personal deposit accounts and commercial banking services, with bankers providing individual service to consumers and business customers.

Fintech

Bremerbremer.comin𝕏acquired by Old National Bank

FintechEvansville, US

Capebanknjcapebanknj.com
Cardinalbankcardinalbank.com
Coastalstatesbankcoastalstatesbank.comin

Coastal States Bank (CSB) is an FDIC-insured bank offering commercial and personal banking services, including digital banking tools, to commercial real estate owners, small businesses, and nonprofits.

Fintech

Cvcbcvcb.com

Community West Bank is a community bank serving businesses and individuals in Central California, offering banking services such as deposit accounts, lines of credit, and property and business financing.

Fintech

Cvnbcvnb.comin

CVNB (CV Investments) is a bank offering personal and business financial services, including contactless credit cards, mortgage lending, and business financing.

Fintech

Dogwoodstatebankdogwoodstatebank.comin

Dogwood State Bank is a financial institution offering banking services, including person-to-person payments through Zelle® for sending and receiving money.

Fintech

Drbankdrbank.comin

DR Bank is a bank offering deposit accounts, digital banking, and money transfer services, with a focus on serving law firms and attorneys managing client trust funds such as IOLTA accounts.

Fintech

EnFienfi.aiin

EnFi builds multi-agent AI software for commercial lending workflows, converting unstructured documents into structured data for deal screening, underwriting, portfolio monitoring, and risk analysis.

AI & Machine LearningFintechSaaSBoston, US

Scott Weller(Founder)

Co-investorsBoston Seed CapitalCommerce VenturesFINTOP CapitalUnusual Ventures

Equitybankequitybank.comin𝕏

Equity Bank provides personal banking services including spending, saving, borrowing, investing, and money protection.

FintechSalina, US

Ff Incff-inc.comin

First Foundation Inc. provides financial services including personal banking, commercial and specialty banking, private wealth management, investment management, and mortgage lending.

Fintech

Fieldpointprivatefieldpointprivate.com

Fieldpoint Private is a boutique private bank and wealth management firm providing banking, financial advice, and unified wealth strategies to successful entrepreneurs, executives, business owners, and families with complex or intergenerational wealth.

FintechGreenwich, US

Gina Omolon(Executive Officer)H. Russell Holland(Executive Officer, Director)Sahay Rudrabhishek(Director)B. Ian McMahon(Executive Officer)Daniel T. Napoli(Director)Donald M. Ullmann(Director)

Finexiofinexio.comin

Finexio provides fully managed accounts payable payments as a service, handling delivery, supplier enablement, fraud prevention, exceptions, and reporting from a single payment file.

Enterprise SoftwareFintechSaaS

Co-investorsAdvection Growth CapitalFlorida FundersAlpine Meridian

Firstbanknjfirstbanknj.comin

First Bank is an FDIC-insured bank offering personal and business banking products, including checking accounts, personal and business lending, credit cards, merchant services, and online and mobile banking.

Fintech

Firstibfirstib.comin

First Internet Bank is a digital bank offering online business and personal banking products, including business checking accounts, high-interest FDIC-insured money market savings, and mobile banking.

Fintech

Firstniagarafirstniagara.com
Floridiancommunitybankfloridiancommunitybank.com
Flushingbankflushingbank.comin
Fnb Onlinefnb-online.com

FNB operates eStore, an online and mobile platform where customers can shop for banking products and financial services, open accounts, apply for loans, and schedule appointments with banking experts.

Fintech

Fnbafnba.comin

First National Bank of America is a nationally chartered bank offering interest-bearing checking, high-yield savings, and CD accounts along with lending products including non-QM mortgages, commercial loans, and self-directed IRA loans.

Fintech

Fortisprivatebankfortisprivatebank.comin

Fortis Bank provides commercial banking products and services, aiming to build long-term client relationships.

Fintech

Freedombankvafreedombankva.com𝕏

Freedom Bank provides business, commercial, personal, and mortgage banking products and services, including loans and deposit accounts.

Fintech

Fsbbankfsbbank.net
Geobankinggeobanking.comin

GBC offers mobile banking services that let customers view account balances, review transaction history, transfer funds between accounts, and pay bills.

Fintech

Grasshopper Bankgrasshopper.bankin𝕏

Grasshopper Bank is a technology-focused digital bank serving venture-backed businesses and the innovation economy.

FintechSaaSNew York, US

Judith Erwin(President and CEO)Michael Lenahan(Chief Financial Officer)Michael Butler(President and Chief Executive Officer)Mike Butler(Chief Executive Officer)

BoardDaniel Altscher(Director)Boris Gutin(Director)

Co-investorsGolden SeedsTemerity Capital Partners

Greenbankgreenbank.com
Guarantybankcoguarantybankco.com

The page is a crypto casino affiliate/comparison site that ranks and reviews offshore crypto gambling operators for US players.

Heritagebankofcommerceheritagebankofcommerce.comin

A full-service commercial and business bank offering financial services with local decision-making, serving businesses and individuals across California.

Fintech

Heritageoaksbankheritageoaksbank.com
Independentbankindependentbank.comin

Independent Bank is a community bank offering checking and savings accounts, loans, home equity lines of credit, and other financial services to consumers and small businesses.

Fintech

Lanblanb.com
Libertasfundinglibertasfunding.com

Libertas Funding provides capital financing to businesses, offering funding amounts starting as low as $100k to help companies fund their next stage of growth.

Fintech

Limestonebanklimestonebank.com
Mbandtmbandt.com
Metropolitanbanknymetropolitanbankny.com
Midlandsbmidlandsb.comin

Midland States Bank offers consumer banking products, including checking accounts, to individual customers through online channels and branch locations.

Fintech

Monarchftsmonarchfts.comin

Monarch provides technology consulting and delivery services—implementation, configuration, optimization, and managed services—for platforms used by private capital markets firms, including private equity, credit, real assets, and family offices.

Enterprise SoftwareFintechSaaS

Narminarmi.comin𝕏

Narmi provides digital banking technology and tools to community banks and credit unions, enabling them to compete with larger financial institutions.

FintechSaaSNew York City, US

Nikhil Lakhanpal(Co-Founder and Co-President)inChris Griffin(Co-Founder and Co-President)inSean Gray(COO & President)

BoardJill Castilla(CEO & President)

Co-investorsContour Venture PartnersFiDi VenturesGreycroftNew Enterprise Associates (NEA)PICUS CAPITALTechstars

Newtekbanknewtekbank.com

Newtek Bank is a business-focused bank offering checking accounts, ACH/wire transfers, and business loans ranging from $5K to $15M with terms of 10 to 25 years.

Fintech

Numeratednumerated.com𝕏acquired by Moody's

AI & Machine LearningEnterprise SoftwareFintechNew York, US

Co-investorsHyperplane Venture CapitalVenrock

NYDIGnydig.comin𝕏

NYDIG combines bitcoin mining operations with financial infrastructure services, leveraging low-cost energy from its parent company Stone Ridge's natural gas assets.

Crypto & Web3EnergyFintechInsurTechNew York, US

Ross Stevens(Founder and Executive Chairman)Tejas Shah(CEO)

Co-investorsBessemer Venture PartnersCamp One VenturesF-Prime CapitalStone Ridge Asset ManagementThirdstream Partners

Oldsecondoldsecond.cominApr 2021

Old Second is a bank offering personal and wealth management services, including fraud protection guidance and financial newsletters for its customers.

FintechAurora, US

Richard Gartelmann(Executive Officer)Gary Collins(Executive Officer, Director)Donald Pilmer(Executive Officer)

BoardBilly J. Lyons(Director)Barry Finn(Director)Edward Bonifas(Director)

Originorigin.bankin𝕏

Origin is a bank offering banking services that combine digital technology with personalized service for its customers.

Fintech

Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.

Exits · 4

IPOs and acquisitions across the tracked portfolio

Bremeracq. by Old National BankNumeratedacq. by Moody'sSnbacq. by Webster BankVistbankacq. by Tompkins Financial

Portfolio news

latest coverage across their companies

Fund performance · per public LP disclosures · 2

as of Jun 2025
FundVintageCommittedNet IRRTVPIDPI
Patriot Financial Partners IIILPs: New York City Police Pension Fund, New York City Board of Education Retirement System20175.9%1.36x0.93x
Patriot Financial Partners IILPs: New York City Police Pension Fund201311.5%1.61x1.53x

Source: public limited-partner disclosures (CalPERS, CalSTRS). Net IRR / TVPI / DPI as reported by the limited partner; a fund's early-year IRR is an interim estimate (J-curve).

Frequently asked questions

How many investments has Patriot Financial Partners made?
Patriot Financial Partners has 81 tracked investments, 4 of which have exited via acquisition or IPO.
What stage does Patriot Financial Partners invest at?
Patriot Financial Partners invests at the Growth stage.
What sectors does Patriot Financial Partners focus on?
Patriot Financial Partners focuses on Fintech.
Where is Patriot Financial Partners located?
Patriot Financial Partners is headquartered in Radnor, US.
Who does Patriot Financial Partners co-invest with?
Patriot Financial Partners most often shares deals with Bonaventure Capital, FINTOP Capital, Bessemer Venture Partners, among 23 tracked co-investors.

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Patriot Financial Partners photoPatriot Financial Partners photoPatriot Financial Partners photo

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